Jishnu Guha
Sailingstone Capital Partners Llc
Assets Managed
$440.269M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
9.4%(2Q avg: 7.39%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Sailingstone Capital Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.
Assets under management
The assets under management (AUM) of Sailingstone Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 440.269M in assets, with a quarterly growth rate of 9.4% and a 2-quarter average growth rate of 7.39%. The portfolio is managed by Jishnu Guha, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CMP Compass Minerals Internation
| 25.6% | $112.678M 4.826M shares@ $23.36 avg price | Decreased -10.86% |
LIN Linde Plc
| 12.39% | $54.513M 109,958 shares@ $495.76 avg price | Increased 5.49% |
RRC Range Resources Corp
| 10.08% | $44.368M 982,031 shares@ $45.19 avg price | Decreased -5.99% |
EPD Enterprise Products Partners
| 9.72% | $42.757M 1.13M shares@ $37.84 avg price | Decreased -1.79% |
IE Ivanhoe Electric Inc Us
| 8.19% | $36.033M 3.048M shares@ $11.83 avg price | Decreased -19.38% |
AR Antero Resources Corp
| 8.14% | $35.831M 844,266 shares@ $42.44 avg price | Decreased -2.87% |
WFG West Fraser Timber Co Ltd
| 5.41% | $23.782M 261,199 shares@ $91.06 avg price | New Position |
WMB Williams Cos Inc
| 3.74% | $16.432M 225,779 shares@ $72.79 avg price | Decreased -1.24% |
NRGV Energy Vault Holdings Inc
| 3.34% | $14.669M 4.445M shares@ $3.3 avg price | Decreased -9.98% |
CCJ Cameco Corp
| 2.5% | $10.997M 72,835 shares@ $150.98 avg price | Decreased -27.18% |
1-10 of 17